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enhanced and refactored installation instructions to INSTALLATION.md (#…

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RocketMan committed May 16, 2019
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  2. +8 −96 README.md
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## Zookeeper Online Installation

### Prerequisites

Zookeeper Online can be installed on any platform which support a
webserver, MySQL or MariaDB, and PHP. The instructions in this
section assume you are self-hosting on Debian Linux. Of course, you
may use another distro or OS; in this case, the exact steps may vary.

If you are using shared hosting, follow the instructions of your
hosting provider to activate and configure Apache 2.4, MySQL 5.6, and
PHP 7.2.

The remaining instructions in this section assume you are
administering your own server instance. If you are using shared
hosting, skip to [Planning the Installation](#user-content-planning-the-installation), below.

For a self-administed server, you will need the following:

* A sudo user on your server: You can create a user with sudo
privileges by following [these instructions](https://linuxize.com/post/how-to-create-a-sudo-user-on-debian/).

* An *AMP stack: Zookeeper Online requires a web server, a database,
and PHP to function properly. A LAMP stack (Linux, Apache, MySQL,
and PHP) server fulfills all of these requirements. [Follow this
guide](https://www.digitalocean.com/community/tutorials/how-to-install-linux-apache-mysql-php-lamp-stack-on-debian)
to install and configure this software.
* A signed SSL certificate: If you have a fully qualified domain name
that resolves to your server, and you do not already have an SSL
certificate, the easiest way to secure your site is with Let's
Encrypt, which provides gratis, trusted SSL certificates. Follow
the [Let's Encrypt guide for Apache](https://www.digitalocean.com/community/tutorials/how-to-secure-apache-with-let-s-encrypt-on-debian-9)
instructinos to set this up.
* A self-signed SSL certificate: If are using Zookeeper Online for
development or internal use, you can use a self-signed certificate.
A self-signed certificate secures the communication channel, but
does not prevent man-in-the-middle attacks nor provide domain name
validation, which are essential security considerations in a
production environment. Follow the [self-signed SSL guide for
Apache](https://www.digitalocean.com/community/tutorials/how-to-create-a-self-signed-ssl-certificate-for-apache-in-debian-9)
to set this up.
### Planning the installation
1. Choose a directory to host the Zookeeper Online installation. This
directory needs to be under the DocumentRoot of your Apache
installation, or otherwise configured to be served by Apache. In
Debian, you will want to setup a VirtualHost to point to your
installation. This is done by creating a [configuration file like
this](#user-content-example-apache-configuration-file-for-debian)
in the `/etc/apache/sites-available` directory and then
creating a symbolic link to it from `/etc/apache/sites-enabled`.
(For shared hosting, follow the instructions of your hosting
provider.)
2. Once the directory is chosen for the Zookeeper Online installation,
open a shell and change to the *parent* of the chosen directory:

`cd example_parent_directory`

where *example_parent_directory* is the parent directory of your
chosen installation directory. Ensure you have write access to
this directory.

3. Now you can install the Zookeeper Online source from the repository:

`git clone https://github.com/RocketMan/zookeeper`

This will create a `zookeeper` subdirectory in *example_parent_directory*.

4. Change the current directory to the zookeeper subdirectory:

`cd zookeeper`

5. (Optional) If you are working on a branch other than master (for
example, stable) check it out now:

`git checkout -b stable origin/stable`


### Setting up the Database

If you are already familiar with MySQL, or you are using shared
hosting and setup MySQL via phpMyAdmin, or some other hosting provider
tool, then you will need to create an empty database, as well as a
username and password with full access rights to that database.

If you are hosting on your own server and are unfamiliar with MySQL
particulars, then read on.

1. From a shell, launch the mysql client and login using the root
password you setup when you installed MySQL/MariaDB:

`mysql -u root -p`

You will be prompted for the password.

2. Create a database for zookeeper:

mysql> `CREATE DATABASE example_db;`

where *example_db* can be any name you choose for the database.

3. Setup credentials for the database you created above:

mysql> `GRANT USAGE ON *.* TO 'example_user'@'localhost' IDENTIFIED BY 'example_pass';`

mysql> `GRANT ALL PRIVILEGES ON example_db.* TO 'example_user'@'localhost';`

where *example_db* is your database name. *example_user*
and *example_pass* are your choosen username and password,
respectively. (*example_pass* is just an example; please use a
strong password.)

Pay close attention to the single tick marks ('); they are required.

4. Populate the new database. You may populate the database from a backup,
or install a clean database instance.

a. Populate the database from a backup:

mysql -u example_user -p example_db < example_backup.sql

where *example_user* and *example_db* are the user and database
you setup above, and *example_backup.sql* is your existing backup.
You will be prompted for the password you configured above.

If you restore from a backup, skip step (b) below.

b. Create a clean zookeeper database instance:

mysql -u example_user -p example_db < db/zkdbSchema.sql
mysql -u example_user -p example_db < db/categories.sql
mysql -u example_user -p example_db < db/chartemail.sql
mysql -u example_user -p example_db < db/bootstrapUser.sql

MySQL will prompt you for the password you setup above.

The zkdbSchema.sql script sets up the schema, while the other
scripts bootstrap selected tables. The bootstrapUser.sql script
configures one administrative user, 'root', with initial password
'password'. You may use this login to add other Zookeeper Online
users. (Please change this password when you login.)


### Setting up PHP

Zookeeper Online requires that your local timezone be configured in
PHP. Check your global php.ini file for the `date.timezone` value:

a. If php.ini does not include date.timezone and you want to set it on
a global basis, edit php.ini and add the following setting. For
example, if your timezone is Indian Standard Time (IST), you would
set:

date.timezone="Asia/Kolkata"

b. If you are using shared hosting and do not have permission to edit
php.ini, or you want to set a different timezone value for
Zookeeper Online, edit the `.htaccess` file in the `zookeeper`
directory and add this setting:

php_value date.timezone "Asia/Kolkata"

within the &lt;IfModule mod_php7.c> stanza, or within &lt;IfModule mod_php5.c>
if you are using PHP 5.6.

Alternatively, if you are using fastCGI, edit the `.user.ini`
file in the `zookeeper` directory and add this setting:

date.timezone="Asia/Kolkata"


### Configuration

The file `config/config.php` contains site-specific configuration data,
such as the database name and credentials. Generally, it is the only
file which must be changed as part of the deployment process.

By default config/config.php does not exist; you must create it. An
example file config/config.example.php is provided which you can use
as a template. Simply copy it to config/config.php and change the
settings as desired.

At minimum, you will update the db stanza of config/config.php as follows:

...
'db' => [
'driver' => 'mysql',
'host' => 'localhost',
'database' => 'example_db',
'user' => 'example_user',
'pass' => 'example_pass',
],
...


where *example_db*, *example_user*, and *example_pass* are the values
from [Setting up the Database](#user-content-setting-up-the-database),
above.

The file `config/config.php` also contains other parameters that you may
wish to adjust for your Zookeeper Online installation. These include
branding (station name, style sheets and logo), contact information,
optional SSO login setup, and charting configuration. Please see the
config.php file for more information.

___


### Example Apache configuration file for Debian

This file goes into the /etc/apache/sites-available directory of
your Debian Apache 2.4 installation:

<IfModule mod_ssl.c>
<VirtualHost _default_:443>
ServerAdmin webmaster@example.org

DocumentRoot /example/path/to/zookeeper

<Directory />
Options FollowSymLinks
AllowOverride None
</Directory>
<Directory /example/path/to/zookeeper/>
Options Indexes FollowSymLinks MultiViews
AllowOverride All
Require all granted
</Directory>

ErrorLog ${APACHE_LOG_DIR}/error.log
CustomLog ${APACHE_LOG_DIR}/access.log combined

SSLEngine on

SSLCertificateFile /example/path/to/your/certificate/chain.crt
SSLCertificateKeyFile /example/path/to/your/certificate/private.key

<FilesMatch "\.(cgi|shtml|phtml|php)$">
SSLOptions +StdEnvVars
</FilesMatch>
</VirtualHost>
</IfModule>
104 README.md
@@ -12,107 +12,19 @@ https://zookeeper.ibinx.com/master/
* PHP 5.6 or later with MySQL PDO driver
* MySQL/MariaDB

It is recommended to use PHP 7.2, as older versions have reached EOL
and may be deprecated for use with Zookeeper Online in the future.


### Getting Started

1. Clone the repository;
2. Create a database and populate it using the scripts in the 'db'
directory (see [Setting up the
Database](#user-content-setting-up-the-database), below);
3. Copy config/config.example.php to config/config.php, and edit its
db stanza to point to your newly created database (see
[Configuration](#user-content-configuration), below).


### Setting up the Database

1. Launch the mysql client and login using the root password you setup when
you installed MySQL/MariaDB:

`mysql -u root -p`

You will be prompted for the password you configured when you setup MySQL.

2. Create a database for zookeeper:

mysql> `CREATE DATABASE zkdb;`

where *zkdb* can be any name you choose for the database.

3. Setup credentials for the database you created above:

mysql> `GRANT USAGE ON *.* TO 'zkuser'@'localhost' IDENTIFIED BY 'zkpass';`

mysql> `GRANT ALL PRIVILEGES ON zkdb.* TO 'zkuser'@'localhost';`

where *zkdb* is your database name. *zkuser* and *zkpass* are your
choosen username and password, respectively. (*zkpass* is just an
example; please use a strong password.)

Pay close attention to the single tick marks ('); they are required.

4. Populate the new database. You may populate the database from a backup,
or install a clean database instance.

a. Populate the database from a backup:

mysql -u zkuser -p zkdb < backup.sql

where *zkuser* and *zkdb* are the user and database you setup
above, and *backup.sql* is your existing backup. You will be
promtped for the password you configured above.

If you restore from a backup, skip step (b) below.

b. Create a clean zookeeper database instance:

mysql -u zkuser -p zkdb < db/zkdbSchema.sql
mysql -u zkuser -p zkdb < db/categories.sql
mysql -u zkuser -p zkdb < db/chartemail.sql
mysql -u zkuser -p zkdb < db/bootstrapUser.sql

MySQL will prompt you for the password you setup above.

The zkdbSchema.sql script sets up the schema, while the other
scripts bootstrap selected tables. The bootstrapUser.sql script
configures one administrative user, 'root', with initial password
'password'. You may use this login to add other users or
administer your instance. (Please change its password when you
login.)


### Configuration

The file config/config.php contains site-specific configuration data,
such as the database name and credentials. Generally, it is the only
file which must be changed as part of the deployment process.

By default config/config.php does not exist; you must create it. An
example file config/config.example.php is provided which you can use
as a template. Simply copy it to config/config.php and change the
settings as desired.

At minimum, you will update the db stanza of config/config.php as follows:

...
'db' => [
'driver' => 'mysql',
'host' => 'localhost',
'database' => 'zkdb',
'user' => 'zkuser',
'pass' => 'zkpass',
],
...


where *zkdb*, *zkuser*, and *zkpass* are the values from [Setting up
the Database](#user-content-setting-up-the-database), above.
directory;
3. Copy config/config.example.php to config/config.php, and edit it
to point to your newly created database.

The file config/config.php also contains other parameters that you may
wish to adjust for your zookeeper installation. These include
branding (station name, style sheets and logo), contact information,
optional SSO login setup, and charting configuration. Please see the
config.php file for more information.
See [Zookeeper Online Installation](INSTALLATION.md) for detailed instructions.


### Contributing
@@ -126,4 +38,4 @@ for more information.
**Zookeeper Online** is released under the
[**GNU GENERAL PUBLIC LICENSE Version 3 (GPL)**](http://www.gnu.org/licenses/gpl-3.0.html).

Copyright &copy; 1997-2018 Jim Mason.
Copyright &copy; 1997-2019 Jim Mason.

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